Paraplanner
Remote / Online - Candidates ideally in
Hamilton, South Lanarkshire, ML3, Scotland, UK
Listed on 2026-08-16
Hamilton, South Lanarkshire, ML3, Scotland, UK
Listing for:
Reed
Full Time, Remote/Work from Home
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm .
This role offers the opportunity to take full ownership of the end-to-end financial planning process , supporting advisors and delivering high-quality advice to clients.
Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What’s on Offer Salary £31,000 – £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply?
Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture
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